InvestmentPOD
HQ Address
46175 Westlake Drive, Suite 100, Potomac Falls, VA 20165, United States
Website Address
Business introduction
We are a robust digital partner
InvestmentPOD empowers traditional human advisors with advanced digital and automated investing capabilities
Technology is changing everything
In today's competitive marketplace, wealth advisors are facing new challenges from emerging technologies that seek to disrupt the way in which consumers plan their financial futures.
As the large-scale adoption of robo-type investment services forces advisors to change their approach, firms with manual infrastructures face cost pressures and the inevitability of declining fees. Many industry experts are predicting that the traditional 1% AUM fee business model for RIAs will be disrupted by 2019, adding to the urgency for change.
To solve for this industry issue, InvestmentPOD is empowering human advisors with advanced capabilities to reinvent their businesses. With InvestmentPOD's white-label solution, wealth advisors can evolve their offerings with automation, efficiencies and sophisticated trading strategies.
InvestmentPOD is the first digital wealth management platform to offer multi-strategy portfolios.
The three core tenets of a comprehensive wealth management portfolio are the POD: Passive, Opportunistic and Defensive.
InvestmentPOD Solutions
InvestmentPOD for Advisors
In today's competitive marketplace, wealth advisors are facing new challenges from emerging technologies that seek to disrupt the way in which consumers plan their financial futures. It’s no secret that the business of wealth management is changing: market volatility is on the rise and the innovation of ETFs has rendered traditional......
